CMS Energy
520 hedge funds and large institutions have $13B invested in CMS Energy in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 184 increasing their positions, 196 reducing their positions, and 35 closing their positions.
43% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 35
22% more call options, than puts
Call options by funds: $3.65M | Put options by funds: $3M
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
7% more capital invested
Capital invested by funds: $12.1B → $13B (+$883M)
2.95% more ownership
Funds ownership: 90.71% → 93.66% (+2.9%)
2% more funds holding
Funds holding: 509 → 520 (+11)
6% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 196
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$625M |
| 2 |
Goldman Sachs
New York
|
+$124M |
| 3 |
Morgan Stanley
New York
|
+$90.1M |
| 4 |
Renaissance Technologies
New York
|
+$54.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$35.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$189M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$171M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$54.5M |
| 4 |
ZP
Zimmer Partners
New York
|
-$50.4M |
| 5 |
MBA
Maple-Brown Abbott
Barangaroo,
Australia
|
-$42.1M |
CMS Hedge Fund Activity: Q3 2018 in Review
520 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q3 2018, worth a combined $13B — up 7.3% from $12.1B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new CMS positions and 35 closed out — a net gain of 15 holders — while 184 added to existing stakes and 196 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $625M. The largest seller was Capital International Investors, cutting an estimated $189M.
- 520 institutional investors held CMS Energy (CMS) as of Q3 2018, up from 509 in Q2 2018.
- Funds reported $13B of CMS Energy stock for Q3 2018, up 7.3% quarter-over-quarter.
- 50 funds opened new CMS Energy positions in Q3 2018 and 35 closed out, a net change of +15 holders.
- The largest CMS Energy buyer in Q3 2018 was Capital World Investors, an estimated $625M added.
- The largest CMS Energy seller in Q3 2018 was Capital International Investors, an estimated $189M sold.
Based on aggregated 13F filings for Q3 2018.